Retirement Plan Early Distribution  

If you take an early distribution from your tax-deferred account how much will you have remaining after paying income taxes and penalties?

The tax-deferred account may be a 401(k) plan, your Individual Retirement Account (IRA), Profit sharing Plan, or other tax-deferred savings account.

     

What will your marginal tax rate be after making the withdrawal?
(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)

What is the amount you plan to withdraw from your tax-deferred account?

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Individual Financial Services
5000 Stonewood Drive, Suite 310 • Wexford, PA • 15090
Phone: (724) 935-3770 • Fax: (724) 935-3775
• neil.pettes@lpl.com

 

Securities and Investment Advisory Services offered through LPL Financial, Member FINRA / SIPC and a Registered Investment Advisor.  Advisory Services also offered through Individual Financial Services, Inc. a Pennsylvania Registered Investment Advisor.  Individual Financial Services, Inc. is not affiliated with LPL Financial and is not a Registered Broker-Dealer.